Customer Service

23 articles

Subcategories

Login Issues / Locked Account - Reset your Password

Reset your password and login issues

Manage your Account with the Neat Self Service Portal

Collecting Logs from Neat's Self Service Portal

If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…

How to Open a Chat with a Support Agent

Manage your Subscription

Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…

Delete your Neat Account & Account Data

You can have your user information and data stored in Neat permanently deleted by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to p…

Update your Account Information with the Self Service Portal

Neat Hardware Exit

Meeting Electronic Document Requirements for the IRS

I Didn't Authorize this Charge - Terms & Conditions

Neat Billing FAQ

VISA Return Authorization Mandate

Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…

What is this charge?

Account Partially Set Up

Is Neat Cloud Service HIPAA Compliant?

Remote Support Connection Guide

Remote Assistance

Opting In or Out of Neat Emails

Neat Ecosystem FAQs

Update Credit Card

Update credit card

Cancel Neat Cloud Subscription

Contact the Neat Support Team

Contact Support Team

Make a Payment

Make a payment

Billing Partner Portal

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